Customer service representative with expertise in high-volume call management and exceptional customer support delivery. Demonstrated success in resolving complex customer issues and providing effective solutions. Recognized for strong collaboration and adaptability, ensuring consistent performance in fast-paced environments. Proficient in active listening, conflict resolution, and fostering a positive customer experience.
Overview
3
3
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
Merrimack
07.2023 - 05.2025
Handled a high volume of inbound calls, ensuring customer inquiries were addressed efficiently.
Educated customers on investments and services offered.
Maintained high-quality service standards for all inbound calls, ensuring prompt and accurate assistance.
Handled customer complaints and provided effective resolutions.
Participated in team meetings to discuss service improvements.
Recorded inquiry details and action taken to assist customers or resolve problems.
Escalated complex issues to professionals for further assistance and resolution.
Enhanced communication skills through active listening, empathy, and clear verbal responses during customer interactions.
Provided timely feedback to management regarding customer inquiries and issues.
Developed rapport with customers while maintaining a professional tone throughout conversations, resulting in higher satisfaction scores.
Participated in ongoing training sessions to continuously improve the knowledge base and skill set within the call center environment.
Maintain strict adherence to data protection regulations when handling customer information, always ensuring confidentiality and security.
Worked with other customer support teams to develop consistent and equal high-quality levels of support.
Responded proactively and positively to rapid change.
Excellent communication skills, both verbal and written.
Demonstrated respect, friendliness, and willingness to help, wherever needed.
Passionate about learning, and committed to continual improvement.
Learned and adapted quickly to new technology and software applications.
Worked effectively in fast-paced environments.
Self-motivated, with a strong sense of personal responsibility.
Customer Service Advocate
Fidelity Investments, Participant Services
Merrimack
12.2022 - 06.2023
Handled high call volume, ensuring prompt and courteous customer service.
Operated the phone system to efficiently route calls to the appropriate departments.
Documented and tracked customer inquiries and feedback for quality improvement.
Handled escalated customer concerns with empathy and tact, leading to satisfactory resolutions.
Utilized CRM systems to track interactions and document customer communications.
Collected and verified customers using telephone numbers, addresses, and names.
Delivered exceptional service through active listening, clear communication, and professional etiquette on each call handled.
Supported compliance initiatives by adhering to regulatory standards in all interactions.
Worked closely with supervisors to identify areas of improvement in the call center processes, which led to enhanced productivity levels.
Mastered multiple software systems for seamless navigation during calls, improving efficiency, and reducing hold times for customers.
Reduced average call handling time, ensuring prompt service to customers, while maintaining quality interactions.
Participated in ongoing training and development, staying current on company policies, products, and procedures, to deliver accurate information to customers.
Exceed monthly performance metrics consistently, contributing to the success of the call center operations.
Handled customer inquiries and resolved issues efficiently during calls.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Handled time efficiently in order to complete all tasks within deadlines.
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Clinical Data Manager II
Iovance Biotherapeutics
San Carlos
01.2022 - 04.2022
Served as a role of backup for managing the day-to-day data management operations.
Clean up and database lock activities for ongoing studies.
Reviewed clinical research study protocols.
Performed data management activities for Phases I and II (study set up and conduct).
Perform edit check testing, user acceptance testing (UAT), of the electronic database to.
Generated and resolved queries via Medidata Rave.
Track, review, update, and close all EDC System queries.
Worked on local lab reconciliations and central lab reconciliations.
Performed SAE reconciliation between the clinical and safety databases.
Vendor management involves creating data transfer agreements and working with the vendors.
Regular imports and reconciling the data.
Perform the Medical Dictionary for Regulatory Activities (MedDRA) and/or World Health.
Organization Drug Dictionary (WHO-DD) medical coding procedures.
Provide project metric reports, status updates, study progress, feedback, and advice to the project team on site performance issues, data trends, and protocol non-compliance, etc.
Keep oversight on relevant data management activities within a project, as specified in the data management plan.
Organize and distribute study data to facilitate statistical analysis and reporting.